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BGALX vs RNPHX
BGALX vs RNPHX Comparison
Open Charts BGALX vs RNPHX
Baillie Gifford Global Alpha Equities 4
Price$15.88
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets680.73M
American Funds New Perspective R5E
Price$57.95
Change+$0.29 (+0.50%)
VolumeN/A
Net Assets131.19B
BGALX vs RNPHX Comparison Chart
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BGALX vs. RNPHX commentary
Apr 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BGALX is a Buy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 131B vs. BGALX (681M). BGALX pays higher dividends than RNPHX: BGALX (1.60) vs RNPHX (0.76). BGALX was incepted earlier than RNPHX: BGALX (8 years) vs RNPHX (9 years). RNPHX (0.56) and BGALX (0.55) have similar cost to investors . RNPHX is a more actively managed with annual turnover of: 24.00 vs. BGALX (19.00). RNPHX has a lower initial minimum investment than BGALX: RNPHX (250) vs BGALX (200000000). RNPHX annual gain was more profitable for investors over the last year : 1.25 vs. BGALX (-9.26). RNPHX return over 5 years is better than : 40.71 vs. BGALX (7.41).
| BGALX | RNPHX | BGALX / RNPHX | |
| Total Expense Ratio | 0.55 | 0.56 | 98% |
| Annual Report Gross Expense Ratio | 0.55 | 0.56 | 98% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | -8.719 | -5.680 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 200000000 | 250 | 80,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 131B | 1% |
| Annual Yield % from dividends | 1.60 | 0.76 | 211% |
| Returns for 1 year | -9.26 | 1.25 | -743% |
| Returns for 3 years | -3.90 | 4.26 | -91% |
| Returns for 5 years | 7.41 | 40.71 | 18% |
| Returns for 10 years | N/A | N/A | - |
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